Profil
James A. Shepherdson currently works at Stira Capital Markets Group LLC, as Director from 2011, Crossroads Capital Advisors LLC, as Manager from 2011, and Crossroads Capital Group LLC, as Manager from 2011.
Mr. Shepherdson also formerly worked at John Hancock Patriot Select Dividend Trust, as President & Chief Executive Officer, John Hancock Advisers, Inc., as Chief Executive Officer, Equitable Distributors LLC, as President & Chief Executive Officer in 2011, John Hancock Funds, Inc., as President & Chief Executive Officer in 2005, MetLife Investors Group LLC, as Co-Chief Executive Officer in 2002, AXA Life Europe Ltd., as Chairman in 2011, John Hancock Income Securities Trust, as Director, John Hancock Investors Trust, as Director, John Hancock Patriot Premium Dividend Fund I, as Director, John Hancock Patriot Premium Dividend Fund II, as Director, Diamond Hill Financial Trends Fund, Inc., as Director, John Hancock Preferred Income Fund, as Director, John Hancock Preferred Income Fund II, as Director, John Hancock Preferred Income Fund III, as Director, Steadfast Income REIT, Inc., as Director, AXA Financial, Inc., as President-Retirement Savings Business & SEVP, and Equitable Financial Life Insurance Co., as President-Retirement Services in 2011.
Mr. Shepherdson received his undergraduate degree from the University of Southern California.
Postes actifs de James A. Shepherdson
| Sociétés | Poste | Début |
|---|---|---|
Stira Capital Markets Group LLC
Stira Capital Markets Group LLC Investment Banks/BrokersFinance Operates as a securities brokerage firm | Directeur/Membre du Conseil | 01/02/2011 |
Crossroads Capital Advisors LLC | Corporate Officer/Principal | 01/04/2011 |
Crossroads Capital Group LLC
Crossroads Capital Group LLC Crossroads Capital Group LLC is a capital formation company that partners with business sponsors to raise capital. The company provides strategic advice and guidance on product design, regulatory requirements, due diligence reviews, firm installations, and distribution to help clients raise capital quickly and efficiently. The company has over 75 years of experience in capital raising for various industries such as mutual funds, real estate projects, insurance companies, structured products, and energy ventures. The company has a distinguished track record of successful capital formation and establish long-term partnerships with clients to deliver exceptional results. The company is based in Laguna Beach, CA and has subsidiaries in the United States. | Corporate Officer/Principal | 01/04/2011 |
Anciens postes connus de James A. Shepherdson
| Sociétés | Poste | Fin |
|---|---|---|
AXA Life Europe DAC
AXA Life Europe DAC Life/Health InsuranceFinance Provides life insurance, pensions and asset management services | Président | 01/11/2011 |
Equitable Distributors LLC
Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | President | 01/03/2011 |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Corporate Officer/Principal | 01/03/2011 |
AXA Financial, Inc.
AXA Financial, Inc. Investment ManagersFinance Provides financial advisory and life insurance services | Corporate Officer/Principal | 01/02/2011 |
John Hancock - Patriot Premium Dividend Fund I | Directeur/Membre du Conseil | 27/06/2007 |
Formation de James A. Shepherdson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 21 |
|---|---|
John Hancock Patriot Premium Dividend Fund II
John Hancock Patriot Premium Dividend Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Finance |
AXA Financial, Inc.
AXA Financial, Inc. Investment ManagersFinance Provides financial advisory and life insurance services | Finance |
Equitable Distributors LLC
Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Finance |
Stira Capital Markets Group LLC
Stira Capital Markets Group LLC Investment Banks/BrokersFinance Operates as a securities brokerage firm | Finance |
Steadfast Income REIT, Inc.
Steadfast Income REIT, Inc. Real Estate Investment TrustsFinance Acts as a Real Estate Investment Trust/REIT | Finance |
John Hancock - Patriot Select Dividend Trust
John Hancock - Patriot Select Dividend Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Patriot Premium Dividend Fund I | Miscellaneous |
Diamond Hill Financial Trends Fund
Diamond Hill Financial Trends Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund
John Hancock - Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund II
John Hancock - Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund III
John Hancock - Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Income Securities Trust
John Hancock - Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Investors Trust
John Hancock - Investors Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Provides investment services | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Miscellaneous |
MetLife Investors Group LLC | |
AXA Life Europe DAC
AXA Life Europe DAC Life/Health InsuranceFinance Provides life insurance, pensions and asset management services | Finance |
Crossroads Capital Advisors LLC | |
Crossroads Capital Group LLC
Crossroads Capital Group LLC Crossroads Capital Group LLC is a capital formation company that partners with business sponsors to raise capital. The company provides strategic advice and guidance on product design, regulatory requirements, due diligence reviews, firm installations, and distribution to help clients raise capital quickly and efficiently. The company has over 75 years of experience in capital raising for various industries such as mutual funds, real estate projects, insurance companies, structured products, and energy ventures. The company has a distinguished track record of successful capital formation and establish long-term partnerships with clients to deliver exceptional results. The company is based in Laguna Beach, CA and has subsidiaries in the United States. |
















